See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,224 | $73,867+172.4% | $143,757+40.0% | $68,494+193.8% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -16.42% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,812 | $3,184+19.7% | $4,951-23.0% | $2,596+46.8% |
| Participant deferral / active EE | $2,262 | $3,384-33.2% | $5,637-59.9% | $4,027-43.8% |
| Admin fee / account holder | $424 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |